But at times, it does. Like in this petty cashbook, we can give a particular color to the cells that do not require a user input i. And by doing this, we can easily indicate in the template instructions that cell with that particular color does not require any user input.
To highlight all of the formula cells at the same time, hold down the Ctrl key. Holding down the Ctrl will allow you to jump and add cells to your selection. Choose the color you like for the cells to have and they will surely have it. This is necessary to prevent users from deleting or making unnecessary changes to formulas, mistakenly messing with formatting, and many more. By default, every cell in excel is locked. Our petty cashbook template contains about five columns that require a user input.
All these columns need to be unlocked so that users would be able to enter data. Alternatively, if you want to lock or unlock cells, select the cell or cells you want to unlock, right-click the selection and choose Format Cells. Click the protection tab and turn off the Locked check-box and click Ok. NOTE: Turning the Locked feature on or off have no effect until you make the final steps of protecting your worksheet. See the next step.
Remember: When the sheet is protected you cannot do certain things like adding more columns or rows. So always remember to unprotect the sheet if you are unable to do something after protecting the worksheet. Every software requires a user manual, so is your petty cash book template.
Creating a system for yourself is different from creating it for others to use. The user is not in your mind to know how to use the template right away. You need to teach her by dedicating an additional sheet in the workbook for user instructions. To make users understand the instructions you craft, you must know who is going to use the template, then write it with the user in mind.
Keep your instructions clear, precise and simple in order to ensure a problem-free user experience. Never assume that the user already knows what you mean. You know what they say, that Assumption is the matter of mistakes. People are not mind-readers. But as it stands now, some may want me to spare them the details and get straight to the point. Meanwhile, someone may just need to download the template and then find their way.
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